Fitr

How to invite clients to a Fitr program - using the program URL, email invite, manual add, and invite current clients, including the key differences for 1-2-1 programs.

Invite Clients to a Program (Coach)

Why a client is in the Pending tab on a 1-2-1 program and how to move them to Active - sending the program invite and what happens next.

My Client Is Sitting in Pending - What Do I Do? (Coach)

How to re-invite a past client to one of your programs, including a special process required for Fixed Length programs.

Re-invite a Past Client to a Program (Coach)

Adding Clients

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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